Paul's reviews
Reviewed for
Insurance and Protection ( 30 )
Mortgages ( 2 )
Pensions ( 61 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 21 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 18 )
Financial Mentoring ( 6 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 6 )
Up to £50k ( 18 )
Review
by a verified client in Derbyshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Life insurance products
How has Paul White helped you?
Provided advice on the best policy and how to create it.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Paul:
Advising you and your team has always been a pleasure, you are all fun to deal with and I look forward to adding value wherever possible as you're business grows.Review
by a verified client in Nottinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have worked with Paul for my Business accounts and needed help with my personal pension.
How has Paul White helped you?
Paul has advised me on future planning and pension strategy.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Paul:
Great working with you Jack, I always look forward to the annual reviews!Review
by a verified client in Derbyshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and financial planning advice
How has Paul White helped you?
Great advice and guidance on my pension, insurance and long term outlook.
Have you seen the outcome you were hoping for?
Its early days, very happy with how its going and feel confident in the future.
What could they have done better?
At this stage nothing. Glad I'm moving in the right direction.
Paul:
Matt, Great to have you on board. You have impressed me with how organised you are with your finances etc.Review
by a verified client in Derbyshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After the loss of my wife I needed sound professional advice from an expert who I could trust with my long term investment for the future
How has Paul White helped you?
After nearly 8 years Paul still shows his honesty in how he conducts his service and we have a trustworthy relationship
Have you seen the outcome you were hoping for?
Yes my initial investments have benefitted and I've always been kept upto date
What could they have done better?
Only the impact of the economy has restricted growth in my investments which have no bearing on my advice and management of my investments
Paul:
Tony, You guy are a pleasure to work with and I am so pleased things are coming together for you all. See you later in the year. PaulReview
by a verified client in Derbyshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to maximise the performance of our savings & plan for a secure retirement.
How has Paul White helped you?
He has helped with all aspects of monthly saving & retirement planning.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing.
Paul:
So pleased to see everything heading in the right direction. You are a pleausure to work with.